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Understanding you and your needs—that is our promise to you at InFocus Financial Strategies. We take care to earn your trust by listening to your unique circumstances and goals. We believe that then, and only then, we can step in and make a difference for you and your family. 

If you’re looking for a “set it and forget it” or cookie cutter financial advisor, that’s not us. We treat you as an individual and provide you with simple custom solutions for your wealth management concerns.

 

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4 BIG MISTAKES MADE WITH BENEFICIARIES

Over time, beneficiaries can become outdated or contain simple errors such as having incomplete information, not adding a new child or grandchild, or failing to update names after a marriage. This article can help ensure your estate plan will be carried out as you intended.

 

Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. InFocus Financial Strategies and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed.